360 Degrees Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 286162
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals79.33%
- HNWI20.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
360 Degrees Capital Management LLC is a small, privately owned limited liability advisory firm that provides discretionary portfolio management primarily for individuals, families and small businesses. The firm charges clients a percentage of assets under management and identifies individual and family clients as its core base. It does not report active ESG investing and is not set up as a multi-state or pension consultant adviser; the ownership is listed as an individual owner and the firm operates outside the “capital allocator” model.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
1 of 1Brett Igoe
Managing MemberCRD 6759808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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